Firm Management November 10, 2026
What to Tell Clients Who Ask About Overseas Bookkeeping and Admin Help
Overseas help works best when the work is repeatable, documented and measurable.
November 4, 2011
Her Head in the Cloud
How a Tech-Savvy Accountant Waited for Technology to Catch Up to Her Vision. Some of the greatest ideas are imagined years before they can be accomplished. In 2002, a young professional accountant had the idea of providing virtual accounting services to clients.
November 4, 2011
It’s the Most Wonderful Time of the Year
One of the most helpful sites for end users of Sage products is the Year End Centers for the various products, including Sage Peachtree (www.peachtree.com/yearEnd) and Sage Simply Accounting (www.simplyaccounting.com/yearEnd). These sites have year-end checklists, detailed instructions on how to perform annual maintenance on databases, links to resources to assist with tax report preparation, and…
November 3, 2011
Sleeter Group Announces Awesome Add-Ons and Debuts New Mobile App for Conference
The Sleeter Group let the cat out of the bag a few days early this year, by announcing the winners of the 2012 Awesome Add-Ons today, instead of making people wait until the event on Monday, Nov. 7. The winners this year are: Bill.com – For its Receivables Module Clearify – For QQube Fujitsu –...…
November 3, 2011
The Sleeter Group Announces 2012 Awesome Add-Ons
Awards Recognize Technologies That Help Small Businesses Work Smarter
November 3, 2011
Red Moon Solutions LLC – Fixed Assets Manager
800-224-1260 www.redmoonsolutions.com 2011 Overall Rating 4.75 Best Fit In-house by organizations with extensive asset management needs, including multi-location and multi-departmental entities, or by accounting firms providing services to such clients. Strengths Exceptional reporting Integration with ERPs & with Vertex for corporate compliance Broad customization options Multi-entity consolidation functions Extensive calculations Installed & hosted options...…
November 3, 2011
Wasp Barcode Technologies – MobileAsset
214-547-4100 www.waspbarcode.com 2011 Overall Rating 4 Best Fit Businesses needing to track mobile assets, such as tools, equipment and vehicles, including scheduling and check-in/out features. Strengths Excellent location tracking capabilities Built-in barcode scanning support Intuitive interface Potential Limitations Limited to a single book per asset No compliance reporting for FASB 109, Sec. 179, IRS...…
November 3, 2011
Pro-Ware, LLC — Asset Keeper
402-861-8800 www.ProWare-CPA.com 2011 Overall Rating 4.5 Best Fit Asset Keeper is best geared toward public practices managing medium to large dynamic asset bases for multiple clients with multi-tiered organizational structures, and who have need for mass asset edit/acquisition/disposal capabilities. Strengths Designed specifically for public accountants Excellent reporting & output options Strong asset life features,...…
November 3, 2011
Today’s Tax Research Vendors Embrace Mobility
Today’s tax, accounting and legal professionals are under a constant stream of knowledge exchanges. Clients call, email and text their respective professionals with a variety of scenarios and demand quick answers. The professionals are then left to work out the details and are often left scratching their heads on where to turn next.
November 3, 2011
Intuit — TaxAlmanac
www.taxalmanac.org TaxAlmanac is a free online tax research resource designed for tax professionals. It is a wiki site and largely depends on tax professionals creating and sharing knowledge. A wiki site is simply a collection of web pages developed and maintained through volunteer collaboration, the most popular of which is Wikipedia. TaxAlmanac is simple in...…
November 3, 2011
Intuit —Tax Research for Lacerte and ProSeries
800-200-7599 lacerte.intuit.com/products/tax-research proseries.intuit.com/products/tax-research 2011 Overall Rating 4.5 BEST FIT Tax practices currently utilizing the Lacerte or ProSeries tax solutions. STRENGTHS Powered by Google Enterprise Search Engine helps to find the answer quickly All-inclusive pricing with no additional fees for network use or multiple users No separate product to load or login to Strong...…
November 3, 2011
CCH, a Wolters Kluwer business — IntelliConnect
888-224-7377 CCHGroup.com 2011 Overall Rating 5 BEST FIT Tax, accounting and legal professionals who need a wide range of research options. STRENGTHS New categorized view groups data in easy-to-use chunks Up to 8 simultaneous searches on one screen Multiple ways of getting the same answer POTENTIAL LIMITATIONS Integration only achieved with solutions in the...…